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Jim Lorenzen

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🔍 New#82941 🇺🇸 US #31993 🎓 Education

@jimlorenzencfp🇺🇸 US📅 13y📹 0.1/mo

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#82941 in 🇺🇸 US

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About

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary® serving private clients’ wealth management needs since 1991. Jim is Founding Principal of The Independent Financial Group, a Registered Investment Advisor providing wealth management, retirement planning and investment advisory services. Visit www.indfin.com. The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriately licensed professional.

"Retirement income" planning "Tax-Advantaged Planning" "financial planning" "fiduciary advisor" "SECURE Act" "certified financial planner"